See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $27,948 |
Filed as: GALLAGHER BENEFIT SERVICES, INC Service code 27 · EIN 35-4291971 | Advisory (Plan) | $20,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,728 | $40,174+21.3% | $84,015-42.0% | $67,579-27.9% |
| Participation rate | 97.0% | 62.7%+34.3pp | 69.0%+28.0pp | 71.3%+25.7pp |
| Annual return | 21.69% | 25.82%-4.1pp | 71.31%-49.6pp | 378.56%-356.9pp |
| Employer contribution / active EE | $888 | $808+9.9% | $1,983-55.2% | $2,148-58.7% |
| Participant deferral / active EE | $5,400 | $2,301+134.7% | $3,239+66.7% | $3,539+52.6% |
| Admin fee / account holder | $102 | $128-20.9% | $6,101-98.3% | $142-28.6% |